Integrating Non-Profit Client Database w/ Budget?
I am a new user of FileMaker Pro, and am currently using the 30 day trial of 10.0v3 on Windows XP Pro. I have no previous database experience and very limited programming experience. I would like to have a working multi-fuction database at the end of the trial so that I can present it to the directors and hopefully purchase the software.
I am a non-profit employee. Currently, the process of helping a client is very time-intensive, and the same data is being crunched over and over again unnecessarily.
I have already been successful and creating a client database that I can share with my social worker, but I am stuck on how I can use FileMaker to keep track of our balances (in approximately 20 different funds) automatically. Here's an example:
A client is being assisted with $150. $100 is being paid out of FundABC and $50 is being paid out of FundDEF. Both funds have a starting balance of $1000. On my input sheet, I have the following fields for each client: check#1 (#00001), date1 (9/28/09), check1amount ($100), fund1 (FundABC), check#2 (#00002), date2 (9/28/09), check2amount ($50), fund2 (FundDEF).
How can I do the following?
If fund1 or fund2 = FundABC, I would like to add this client's data to a list of FundABC recipients and subtract $100 from the FundABC balance, keeping a running total.
If I can't do this directly in FileMaker, can I somehow integrate it with Excel?
Thank you so much for all of your help in advance, and I hope I will be able to convince my supervisor to purchase FileMaker for us.